Managing Deals

The process of managing Deals is, generally, quite a simple process - this is a separate object from Opportunities that shares the functionality of being able to convert into an Order when it has been accepted by a Constituent.

Viewing Deals

To view any deal, from the Deals tab, select a list view.

To view a deal for an account, from that account record, view the deals related list.

Creating Deals

From an Account Record

Navigate to the Account that you want the Deal to be connected to

Find the Deals related list and click New Deal

Fill in the appropriate information into the New Deal page.

Click Save.

On the Deal record, go to the Deal Items section, click New Deal Item.

Select the product the constituent is purchasing.

Save

From The Deals Object

Navigate to the Deals object from it's associated tab or the All Tabs section

Fill in the appropriate information into the New Deal page.

Click Save.

On the Deal record, go to the Deal Items section, click New Deal Item.

Select the product the constituent is purchasing.

Save

Editing Deals

Navigate to the Deal you would like to modify

Select the "Edit" button at the top of the page or, if inline editing is enabled, double click the field you would like to modify

Make adjustments as needed

Save

Cloning Deals

Navigate to the Deal you would like to create a copy of

Click the "Clone" button at the top of the page.

Make the appropriate changes to the Deal to match the data needed for the new Deal

Save

After the new Deal has been created, you will need to create new Deal Items, as these are not copied over during this process.

Converting Deals

Navigate to the Deal that needs to be converted

The Deal Status must be "Ready for Convert" in order to complete this process.

Click the "Convert Deal" button at the top of the page

The Deal will be converted into an Order, and will be displayed for your review.

Review the order and make changes as needed.

Click Save.

Standard Deal Statuses

Status

Description

New

Deal is new and no actions have been taken.

Contacted

The constituent has been contacted regarding this deal.

On Hold

The deal is on hold.

Ready for Convert

The deal is ready to convert into an order.

Accepted

The deal has been won -- the deal has been accepted by the constituent.